Managed Services FAQs

Our expert services include installing, maintaining, supporting and troubleshooting all accounting & tax software's from QuickBooks, Sage\Simply, CCH Wolters Kluwer, Intuit, Thomson Reuters, Caseware, Cantax and others. With over 14 years of experience working closely with accounting firms we know all these programs & applications by heart. Some of the applications are listed below:

CCH Document is a complete document management solution developed specifically for accounting firms. CCH Document is a feature-rich application, and its extended feature set makes it a very viable solution for mid to large size firms. It is a powerful total management system that control document storage and retention policies for both native and scanned documents.

Installation & Configuration:

CCH Document is a scalable system that requires a fairly sophisticated configuration. You need experienced IT staff that can layout the basic IT infrastructure. Welcome Networks Inc. is the only independent IT services provider implementing CCH Document in Metro Vancouver area and for remote clients. We know the process from A to Z because we have done the install for so many clients. If you are planning to implement Document for your firm, contact us for a free network systems evaluation that will identify your hardware and software needs for this program.

Hardware/software Check list includes:

Laptops/workstations hardware & software configuration

Microsoft SQL server hardware & software configuration

Microsoft Exchange server hardware & software configuration

Small business server and/or standard server

Network setup

Firewall setup

Backup software and hardware

We also assist accounting firms in:

Defining Classes & subclasses

Extracting data from your time & billing software and getting it ready for CCH Document

CCH ProSystem fx Document & CCH Documents are one of the most advanced paperless systems digitizing the file rooms of accounting firms. With all of your documents in a central repository - including tax returns, client correspondence, employee records and email messages - you'll be able to help your clients in record time.

Accountants love this product but biggest problem small accounting firms face is the, decent investment needed to implement this system for the firm. Document requires an active directory domain, Microsoft SQL server as well as an Exchange server, thus needing a huge investment in the hardware and software.

Now you have an affordable choice. We strongly recommend moving the firm to your private cloud because active directory and exchange server are already part of the service and you can add a SQL server without any significant investment on your part.